Spire Wealth Management Purchases in Q1 2025

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EXP
Eagle Materials Inc

Basic Materials
29
New
$207.49 - $262.13 $6.02K - $7.6K
29 $6K
ATR
Aptargroup, Inc.

Healthcare
42
New
$141.7 - $159.83 $5.95K - $6.71K
42 $6K
GETY
Vector Holding, LLC

Communication Services
3K
New
$1.73 - $3.19 $5.19K - $9.57K
3K $5K
DOV
Dover Corp

Industrials
200
+ 8.08%
$174.65 - $206.43 $34.9K - $41.3K
2.68K $469K
STX
Seagate Technology Holdings PLC

Technology
94
+ 3.87%
$84.92 - $108.42 $7.98K - $10.2K
2.52K $214K
AVB
Avalonbay Communities Inc

Real Estate
36
+ 6.82%
$207.86 - $228.08 $7.48K - $8.21K
564 $121K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
52
+ 2.22%
$37.07 - $40.63 $1.93K - $2.11K
2.39K $94K
CHTR
Charter Communications, Inc.

Communication Services
5
+ 3.29%
$334.89 - $384.77 $1.67K - $1.92K
157 $57K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
450
+ 20.13%
$12.85 - $14.13 $5.78K - $6.36K
2.69K $36K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
102
+ 2.08%
$5.37 - $6.09 $548 - $621
5.01K $30K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
141
+ 38.01%
$36.63 - $37.45 $5.16K - $5.28K
512 $18K
SYF
Synchrony Financial

Financial Services
123
+ 106.03%
$51.9 - $70.63 $6.38K - $8.69K
239 $12K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
75
+ 79.79%
$69.69 - $79.99 $5.23K - $6K
169 $12K
SCHC
Schwab Strategic Tr Intl Small

ETFs
146
+ 77.66%
$33.57 - $37.22 $4.9K - $5.43K
334 $11K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
200
+ 100.0%
$25.79 - $33.75 $5.16K - $6.75K
400 $10K
FIS
Fidelity National Information Services, Inc.

Technology
59
+ 268.18%
$68.12 - $83.42 $4.02K - $4.92K
81 $6K
ONTO
Onto Innovation Inc.

Technology
47
New
$121.34 - $224.5 $5.7K - $10.6K
47 $5K
NPO
Enpro Industries, Inc

Industrials
35
New
$161.21 - $207.46 $5.64K - $7.26K
35 $5K
TS
Tenaris Sa

Energy
143
New
$35.73 - $40.28 $5.11K - $5.76K
143 $5K
MSM
Msc Industrial Direct CO Inc

Industrials
72
New
$74.45 - $83.08 $5.36K - $5.98K
72 $5K
UFPI
Ufp Industries Inc

Basic Materials
51
New
$103.91 - $118.67 $5.3K - $6.05K
51 $5K
STC
Stewart Information Services Corp

Financial Services
64
+ 640.0%
$59.55 - $72.6 $3.81K - $4.65K
74 $5K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
276
New
$19.04 - $20.15 $5.26K - $5.56K
276 $5K
PATK
Patrick Industries Inc

Consumer Cyclical
60
New
$82.13 - $97.92 $4.93K - $5.88K
60 $5K
VMEO
Vimeo, Inc.

Technology
954
New
$5.26 - $6.93 $5.02K - $6.61K
954 $5K
JPIE
J P Morgan Exchange Traded Fd
98
+ 890.91%
$45.46 - $46.18 $4.46K - $4.53K
109 $5K
PAVE
Global X Fds Us Infrastructure

ETFs
1.99K
+ 7.59%
$37.31 - $43.82 $74.3K - $87.3K
28.2K $1.06M
EXR
Extra Space Storage Inc.

Real Estate
40
+ 3.76%
$143.8 - $161.28 $5.75K - $6.45K
1.1K $163K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
35
+ 0.53%
$22.46 - $23.26 $786 - $814
6.64K $153K
PWFL
Power Fleet, Inc.

Technology
830
+ 10.0%
N/A
9.13K $45K
RPAY
Repay Holdings Corp

Technology
2.62K
+ 52.51%
$5.48 - $7.7 $14.4K - $20.2K
7.61K $42K
FENY
Fidelity Covington Tr Msci Ene

ETFs
98
+ 9.22%
$23.24 - $26.16 $2.28K - $2.56K
1.16K $29K
BIIB
Biogen Inc.

Healthcare
45
+ 35.71%
$133.43 - $153.27 $6K - $6.9K
171 $23K
TDY
Teledyne Technologies Inc

Technology
5
+ 11.9%
$455.51 - $518.84 $2.28K - $2.59K
47 $23K
HES
Hess Corp

Energy
4
+ 3.64%
$135.42 - $160.52 $542 - $642
114 $18K
ENS
Ener Sys

Industrials
43
+ 54.43%
$89.62 - $103.2 $3.85K - $4.44K
122 $11K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
31
+ 50.82%
$96.27 - $116.36 $2.98K - $3.61K
92 $10K
BITO
Proshares Tr Bitcoin Strategy

ETFs
272
+ 129.52%
$17.57 - $25.81 $4.78K - $7.02K
482 $8K
STM
St Microelectronics N.V.

Technology
200
+ 109.89%
$21.64 - $28.22 $4.33K - $5.64K
382 $8K
PR
Permian Resources Corporation

Energy
300
+ 208.33%
$12.33 - $16.0 $3.7K - $4.8K
444 $6K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
99
+ 450.0%
$48.25 - $52.09 $4.78K - $5.16K
121 $5K
MC
Moelis & CO

Financial Services
82
New
$57.91 - $81.2 $4.75K - $6.66K
82 $4K
DORM
Dorman Products, Inc.

Consumer Cyclical
39
New
$120.54 - $134.79 $4.7K - $5.26K
39 $4K
TRST
Trustco Bank Corp N Y

Financial Services
150
New
$29.65 - $34.34 $4.45K - $5.15K
150 $4K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
154
New
$27.47 - $30.62 $4.23K - $4.72K
154 $4K
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
100
New
$45.41 - $60.95 $4.54K - $6.1K
100 $4K
IHS
Ihs Holding LTD

Communication Services
853
New
$3.03 - $5.37 $2.58K - $4.58K
853 $4K
DRIV
Global X Fds Global X Autonomo

ETFs
200
New
$21.14 - $24.23 $4.23K - $4.85K
200 $4K
BHE
Benchmark Electronics Inc

Technology
111
New
$37.74 - $48.97 $4.19K - $5.44K
111 $4K
Activity Summary
Buys All Purchases 1017 New Holdings 169 Increased Positions 848 Sells All Sells 831 Reductions 831 Sold out 0 Options Calls 0 Puts 0
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